PracticeMaster

Your Matters Have Never Been This Organized

The Matter Manager shows client information and a timeline of activity for any matter – emails, documents, fees, appointments, costs, research notes, and more. Pull up a billing summary to quickly see what’s been billed, paid, and the balance of the client’s trust account.

A Calendar Designed for Attorneys

View appointments by day, week, or month for everyone in your office with a firm-wide calendar. Find appointments fast by color-coding them by staff member or type of activity. Drag and drop to easily reschedule events. Integrates with Outlook®.

“PracticeMaster has a wide range of functionality. Creating and sharing documents, sending notifications to coworkers, and tracking billable hours are all possible without any add-ons that muddy the experience.”

Ben Hammar, Law ClerkAtwood, Holsten, Brown, Deaver & Spier Law Firm

Manage Documents and Find Them Fast

Let PracticeMaster name and file documents for you so nothing gets lost. We have an easy way to import your documents to get you started. After that, use PracticeMaster plug-ins to save documents from Word, Excel®, Windows Folders or Adobe ® Acrobat / Reader.

Document Assembly That Saves Time

Use information you have already entered into PracticeMaster to fill in the blanks for common documents, using PracticeMaster Document Assembly (Microsoft® Word required). You quickly end up with a great first draft to review. PracticeMaster Document Assembly can automatically bill for any document. PracticeMaster also integrates with HotDocs®.

Tabs3 Connect

Upgrade to Platinum to securely enter your time, see your calendar and documents, and review any matter while you are away from the office. Log in from your smartphone, tablet, or any computer with an internet connection.

Easily Customize Client Entries

Collect different client information for different areas of practice. Area of Practice Templates let you change the client entry pages based on matter type, so that all data fields are relevant to the matter, and arranged just the way you want them.

How does PracticeMaster integrate with Tabs3?

What is an “active user?”

An “active user” is someone who is logged in to PracticeMaster at a given time.

How does PracticeMaster integrate with Outlook?

PracticeMaster can sync contacts and calendar appointments with Outlook. PracticeMaster plug-ins in Outlook can also remind you to track the time you spend on emails, and save emails into a client’s matter file in PracticeMaster.

Can I use PracticeMaster on my phone or tablet?

There are two ways to use PracticeMaster on your phone or tablet.
First, if you integrate with Outlook you can synchronize your contacts and calendars between PracticeMaster, Outlook and your phone.
Second, Tabs3 Connect, a Platinum feature, provides access to Tabs3 and PracticeMaster anywhere you can connect to the internet. No apps to download, simply log in using your phone, tablet, laptop, or offsite computer. Tabs3 Connect gives you access to your client and contact information, fee and cost entry, personal and firm-wide calendar, and more. On phones and tablets, you can tap to create a fee, and flick to scroll through a list. Tabs3 Connect was designed to protect attorneys’ sensitive information. The information you access using Tabs3 Connect is secure because it resides at your office, on your computer. It won’t be stored on someone else’s server in the cloud, or on a phone that you might lose.
Learn more about Tabs3 Connect

Can I view other people’s calendars?

Yes, PracticeMaster lets you see and schedule appointments for other people in your office without the expense of Microsoft Exchange Server. PracticeMaster also gives you security settings to limit those who see appointments for certain attorneys or clients.
“Can I schedule recurring appointments?”
Yes, PracticeMaster makes it easy to schedule recurring appointments, whether it’s a meeting every other Tuesday or one on the 14th day of every month.

How can I organize what I see in a calendar?

PracticeMaster helps you find what you’re looking for faster by color-coding appointments by case, employee or area of practice. You can also select whose calendar shows up on your screen — everyone in your firm, or just the people working on a specific case.

How long does it take to check for a conflict of interest?

Using PracticeMaster’s proprietary indexing, the average conflict of interest check takes a matter of seconds.

How do I purchase CalendarRules Court Rules?

If you would like to subscribe to CalendarRules court rules, send the list of courts desired (the more specific, the better) and mention that you’re currently using PracticeMaster to sales@calendarrules.com.

What is Document Assembly?

The Document Assembly feature in PracticeMaster lets you instantly assemble documents that you frequently use. You set up a template for a document that includes placeholders for specific types of information, such as client name, client address or judge. Then, you assemble the document and PracticeMaster inserts the relevant client and case information in your template to produce a new document.

Can I use PracticeMaster to organize my documents?

PracticeMaster includes Document Management. This feature allows you to create a convention for naming and saving documents for your firm, and then let PracticeMaster save and name your documents automatically from programs like Microsoft Word, Adobe, or Outlook email attachments. Import any file, or batches of files, to PracticeMaster by right-clicking and selecting “Send to PracticeMaster.”

What’s the difference between PracticeMaster Basic and PracticeMaster?

If you have PracticeMaster Basic, the complimentary limited version of PracticeMaster that was included with your Tabs3 license, upgrading to PracticeMaster adds the following features:

Area of Practice templates that help you organize case information based on your area of practice.

WorkFlows to automatically start tasks after you perform a particular action; for example, the 5 things you do when you close a case.

Document assembly features that instantly assemble documents using client and case information.

Court rules engine to automatically schedule appointments and to-do’s based on court rules.

Calendar plans that let you create reusable templates for common series of tasks; for example, the 5 things you do when you take on a new divorce case.

"We are impressed with the ability to customize PracticeMaster to meet our firm's needs. We have taken significant advantage of the new features offered in Document Management as well as the WorkFlows."

Cindy Fink, Director of Operations

Michael Sullivan & Associates

"PracticeMaster has helped our family law and estate planning firm manage both professional and client contacts. The document management functionality has all but eliminated issues regarding misplacement of files . The ability to utterly customize the forms for clients and contacts is much appreciated, and the syncing between Outlook and PracticeMaster works flawlessly."

Josieda Lord, Office Manager

Conner Lawrence Rodney Olhiser & Barrett LLP

Case Studies

Tracking Client Information Made Easy

“We considered other products but chose to work with Tabs3 because their two solutions provide a single, integrated way of tracking client information. With PracticeMaster and Tabs3, we can work more efficiently.”

– Michael Slavin

McHale & Slavin

It is essential for McHale & Slavin, intellectual property firm, to track docket submission dates so no deadlines are missed, and to centralize document management for easy access across the firm. For this complex task, the firm turned to Tabs3 Billing and PracticeMaster. Click here to find out how they were able to use our integrated software to help minimize errors and centralize data for attorneys, paralegals, and billing personnel.

Tabs3 and PracticeMaster Boost Efficiency and Profits

“Tabs3 Billing and PracticeMaster help us work more efficiently, and when we are more efficient, we can be more profitable.”

– Steve Quinn

Stretz/Quinn

Continue reading to see how Tabs3 Billing and PracticeMaster help Stretz/Quinn automate data flows, streamline end-of-month billing reconciliation, enable senior management to easily analyze billable time per resource and per client, and more to make the firm more efficient and more profitable.